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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,688 | $174,379+40.3% | $152,093+60.9% | $138,895+76.2% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 10.76% | 74.86%-64.1pp | 66.36%-55.6pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,538 | $4,652-66.9% | $4,175-63.2% | $4,194-63.3% |
| Participant deferral / active EE | $1,878 | $6,159-69.5% | $5,451-65.6% | $6,396-70.6% |
| Admin fee / account holder | $162,960 | $16,880+865.4% | $14,497+1024.1% | $12,562+1197.2% |